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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 170.65+1.5%3:59 PM EST
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To: engineer who wrote (45400)10/20/1999 11:15:00 AM
From: Uncle Frank  Read Replies (1) of 152472
 
>> Since they are mandated to be at 20% for communications stocks, they MUST sell off QCOM

Engineer, my memory may be faulty, but I thought I remembered Greg saying that since the position had grown into >20%, he was not obligated to sell it, but did so because it was in line with his investors' wishes. I'll look through his posts tonight to confirm.

If true, this subtle difference would mean the fund managers are electing to sell off some Q as this feel it is fully valued. They would be wrong, of course <g>.

uf
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